Managing Director Banker Team Lead
Matt Barshied leads a team of professionals in San Francisco and Silicon Valley who provide wealth management advice to individuals and families. With 15 years of experience, Matt takes a holistic view of client intents to identify tax-efficient planning strategies.
Matt is focused on continuing to build the firm’s local presence through initiatives designed to bring impactful advice to clients in Northern California across banking, lending, investing, wealth transfer and philanthropy.
Matt joined J.P. Morgan in 2004. Prior to his current role, he was Head of Investments for the Financial Institutions Group at J.P. Morgan Private Bank based in New York. He also served as a member of J.P. Morgan’s Alternative Investment Group, where he focused on constructing single strategy hedge fund, private equity, real estate and private debt portfolios.
Matt earned his Bachelor of Science in Accounting with a minor in Theology from Boston College.
Learn more about becoming a J.P. Morgan Private Bank client.Please tell us about yourself, and our team will contact you.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.